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Quotes and estimates: not offered, and how to use an invoice instead

Stackably does not have a quote or estimate that converts into an invoice; how to send a draft invoice so the customer can review a price before paying.

A
Written by Aubrey Stuart

Stackably does not currently offer quotes or estimates. There is no document a customer accepts that then turns into an invoice.

What to use instead

  1. Create an invoice in Finance › Invoice with the products and any one-off lines, and save it as a draft.

  2. Download or print the draft and share it with the customer as the price to approve.

  3. When they agree, open the draft, make any changes, and send it. They pay with Pay Now.

A draft invoice is not sent to the customer and does not count as owed until you send it, so it can stand in for an estimate. See Saving a draft, sending an invoice and editing it later.

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